Your financial life,thoughtfully navigated.
Navigoe is an independent, fee-only wealth management firm helping individuals and families make thoughtful decisions about their finances and their future.
Navigoe founder Scott Leonard, CFP® spent two and a half years sailing around the world with his family while continuing to run the firm, gaining a firsthand appreciation for navigating uncertainty while keeping a destination in sight.
Your financial navigator in the South Bay for 30 years and counting
Navigoe was founded on the belief that financial advice should reflect the life you want to live. For over three decades, we’ve helped individuals and families unite their investments, retirement, taxes, and legacy planning around their goals and priorities.
From the historic Sweetser House in Redondo Beach, which has been home to our office for over 25 years, we continue to serve our neighbors in Redondo Beach, Hermosa Beach, Manhattan Beach, Palos Verdes, Torrance, and throughout the South Bay with independent, fee-only advice.
“It’s your financial journey. How are you navigating it?”
Scott Leonard, CFP®
OUR PROCESS
helping you
Stay The Course
Wealth management is an ongoing process. Once we understand where you want to go, we help bring the different parts of your financial life together and provide ongoing guidance as your needs and circumstances shift and the world around you changes. Your long-term goals dictate the direction, while your strategy evolves along the way.
Intentionally Boutique
Our hands-on approach allows us to provide attentive guidance and build lasting relationships with the clients we serve.
Strategically Local
Rooted in Redondo Beach and the South Bay, we stay closely connected to our clients and the community in which we live and work.
Uniquely Personal
We take the time to truly know our clients and provide guidance shaped around their individual needs and goals, creating customized solutions for each and every client.
Always Independent
As independent, fee-only fiduciaries, we provide advice based on what we believe is in each client’s best interest, without commissions influencing our recommendations.
OUR SERVICES
Life changes. Your financial plan should be ready for it.
Major life transitions, from retirement or an inheritance to selling a business or losing a spouse, often come with complicated financial decisions. Navigoe helps you understand how those changes affect your broader financial life, weigh your options, and make thoughtful adjustments while keeping your long-term strategy on course.
Retirement
Inheritance
Expanding Your Family
Sale of Your Business
Divorce of Loss of Your Spouse
See your full financial picture with the WealthSpan™Index
A strong financial plan is a system, not a collection of separate decisions. Navigoe’s WealthSpan Index is our framework for looking across your financial life, defining what matters most, and evaluating how the pieces work together.
Visualized as a financial compass rose, it gives us a shared way to build your plan and keep it aligned as your life evolves.
Financial planning built around your life
Our clients come to Navigoe at different stages of life, with different priorities, goals, and financial questions. See how we’ve helped people bring the pieces together and build a plan around what matters to them.
NEWLY
RETIRED COUPLE
After years of managing their finances on their own, a newly retired couple seeks guidance on making the transition from building wealth to using it throughout retirement.
SINGLE
PROFESSIONAL
A successful professional who has always managed her own finances wonders whether it’s time to bring in a financial planner.
Young
BUsiness Owners
A couple balances career and business decisions with planning for their children’s future expenses and their own retirement.
What Our Clients Say
Meet the people helping you navigate what’s next
Our team brings different areas of expertise to the table, but we share the same goal: helping you make informed financial decisions. We work collaboratively, stay closely involved, and take the time to explain the thinking behind your plan.
Where do you want your financial life to take you?
Start with a conversation. Tell us where you are, what matters to you, and what's on your mind. We’ll help you determine whether Navigoe is the right partner for what comes next.